Conway Investment Solutions
Conway IS a tech-enabled investment solutions provider to financial advisors. Working across all asset classes, Conway has deep experience and expertise in navigating the continuously evolving alternatives investment landscape. We enable financial advisors to efficiently access alternative investments and work with each advisor to optimize their alternatives solutions for their clients.
The Conway Difference
Conway’s heritage in investment research is a differentiator driving everything we do. With decades of traditional and alternatives research experience, Conway is uniquely positioned to help our clients make informed investment decisions. All of our research, data and analytical fintech tools are at our clients’ fingertips through a secure, advisor-branded portal.
Connecting the Dots Between Technology + Investments
Conway has digitized the alternatives investment process from end to end. From a simplified electronic subscription process through automated back-end reporting and everything in between, Conway’s technology and investment research services relieve the operational pain points of managing alternative investments.
Our Approach
Each advisor’s objectives and needs are unique, and we work to customize an appropriate alternatives investment solution. Through access to our investible Alternatives Platform, bespoke private fund creation, a white-labeled alternatives advisor portal and/or research + education, Conway works with advisors to create their solution. At the crossroads of financial technology and investment research, Conway IS the way to invest with intelligence.
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We’ve built an alternatives platform that connects investors and financial advisors with a select group of onshore and offshore alternative funds with minimums as low as $100,000.
Alternatives Platform -
We are a fully independent firm with an emphasis on objective, thoughtful research. Our in-depth approach is carefully curated to provide comprehensive, actionable recommendations to our clients.
Research + Education -
Conway offers turnkey investment solutions for financial advisors. By leveraging technology, our team streamlines the challenge of alternatives investing and increases efficiency in ongoing management.
Private Fund Solutions -
Our in-house fintech tools may be easily customized and white-labeled to suit your organization. They’re a great way to bring the Conway standard of investment intelligence to your day-to-day operation.
Custom Advisor Portals
Our Team
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- Management
- Operations
- Research
- Technology
![](https://www.conwayis.com/wp-content/uploads/2021/10/IMG_1910-1.jpeg)
R.D. Todd Baur
Managing Principal![](https://www.conwayis.com/wp-content/uploads/2024/10/Tom-headshot-e1727923877610.jpg)
Tom Margulis
Managing Principal![](https://www.conwayis.com/wp-content/uploads/2024/11/roger-headshot-1-e1730947498285.jpg)
Roger L. Brown, II, CFA
Managing Principal![](https://www.conwayis.com/wp-content/uploads/2021/10/j_bell.jpg)
Jeremy Bell
Principal, Chief Investment Officer![](https://www.conwayis.com/wp-content/uploads/2024/10/mikem-headshot-e1730947160609.jpg)
Michael Mileusnic, CFA
Principal, Director Manager Due Diligence![](https://www.conwayis.com/wp-content/uploads/2021/10/W.-Holmes_NEW-1.jpg)
Warren C.C. Holmes, CPA, CFA
Principal, COO & CCO![](https://www.conwayis.com/wp-content/uploads/2021/10/n_millman.jpg)
Nicholas Millman
Vice President, Business Development & IR![](https://www.conwayis.com/wp-content/uploads/2021/10/s_spradlin.jpg)
Shannon M. Spradlin
Vice President, Operations![](https://www.conwayis.com/wp-content/uploads/2021/10/a_clarkson.jpg)
Andrew Clarkson
Senior Analyst – ODD![](https://www.conwayis.com/wp-content/uploads/2022/02/Z.Ackerman.jpeg)
Zac Ackerman
Vice President, Research![](https://www.conwayis.com/wp-content/uploads/2023/10/Ezana-headshot-NEW.jpeg)
Ezana Gebru
Senior Research Analyst![](https://www.conwayis.com/wp-content/uploads/2021/10/j_lin.jpg)
Joyce Lin
Senior Research Analyst![](https://www.conwayis.com/wp-content/uploads/2021/11/J.Goff_.jpg)
Justin Goff
Research Analyst![](https://www.conwayis.com/wp-content/uploads/2021/10/e_king.jpg)
Erin King
Manager of Operations![](https://www.conwayis.com/wp-content/uploads/2024/06/josh.jpg)
Josh Cash
Lead Software Developer![](https://www.conwayis.com/wp-content/uploads/2024/06/megan.jpg)
Megan M. Matejcic
Operations Analyst![](https://www.conwayis.com/wp-content/uploads/2022/09/A.Sanderson_Cropped.jpg)
AJ Sanderson
Research Analyst![](https://www.conwayis.com/wp-content/uploads/2024/10/P.-Steuber-e1728065193154.jpg)
Paige Steuber
Junior Software Developer![](https://www.conwayis.com/wp-content/uploads/2024/10/Kearney044-1.jpg)
Garrett Kearney
Junior Software Developer![](https://www.conwayis.com/wp-content/uploads/2024/10/val-headshot-e1727923416535.jpg)
Valerie Williams
Executive Operations Assistant![](https://www.conwayis.com/wp-content/uploads/2021/10/team-cta.png)
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